We are live on ! Find out more
BSCI

Invesco BulletShares 2018 Corporate Bond ETF
BSCI

Delisted

BSCI was delisted on the 27th of December, 2018.

Back to rankings

54 hedge funds and large institutions have $135M invested in Invesco BulletShares 2018 Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

39% more capital invested

Capital invested by funds: $97.3M → $135M (+$38M)

20% more funds holding

Funds holding: 45 → 54 (+9)

Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
26
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Capital Advantage
California
+$13.2M
2
Bank of America
Bank of America
North Carolina
+$7.42M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.99M
4
DC
Davenport & Co
Virginia
+$2.74M
5
UCFA
United Capital Financial Advisors
Texas
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
-$3.16M
2
U
UBS
Switzerland
-$3.09M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.39M
4
MIH
Madison Investment Holdings
Wisconsin
-$466K
5
LW
Linscomb Wealth
Texas
-$344K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
Atria Investments
North Carolina
$976K +$106K +5,014 +12%
AEPG
27
American Economic Planning Group
New Jersey
$930K +$66.1K +3,120 +8%
LPT
28
Legacy Private Trust
Wisconsin
$866K +$475K +22,430 +123%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$780K -$19K -896 -2%
PIM
30
Parasol Investment Management
Illinois
$596K – – –
ONB
31
Old National Bancorp
Indiana
$512K +$511K +24,090 New
PNC
32
Park National Corp
Ohio
$499K +$94.9K +4,480 +24%
FC
33
FCA Corp
Texas
$499K +$95.9K +4,524 +24%
LNC
34
Lincoln National Corp
Pennsylvania
$468K +$466K +21,985 New
KFS
35
KMS Financial Services
Washington
$452K +$451K +21,272 New
PAS
36
Partnervest Advisory Services
California
$449K +$407K +19,192 +994%
GI
37
Gradient Investments
Minnesota
$379K +$15.9K +748 +4%
MAM
38
Marquette Asset Management
Minnesota
$365K +$363K +17,147 New
FIG
39
Fusion Investment Group
Pennsylvania
$309K +$267K +12,595 +653%
FA
40
FCG Advisors
New Jersey
$243K +$25.2K +1,189 +12%
LPL Financial
41
LPL Financial
California
$229K -$132K -6,220 -37%
CAL
42
Capital Advisors Ltd
Ohio
$221K +$46K +2,171 +26%
B
43
Baird
Wisconsin
$213K +$212K +10,025 New
WA
44
Winfield Associates
Ohio
$212K – – –
CWM
45
Confluence Wealth Management
Oregon
$209K +$208K +9,815 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$165K – – –
LFR
47
Lehman Financial Resources
Pennsylvania
$102K – – –
AC
48
Alexandria Capital
Virginia
$74K +$21.2K +1,000 +40%
NC
49
NewSquare Capital
Pennsylvania
$31K -$3.16M -149,295 -99%
JFA
50
JNBA Financial Advisors
Minnesota
$18K – – –
1
2
3

BSCI Hedge Fund Activity: Q2 2014 in Review

54 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2018 Corporate Bond ETF (BSCI) for Q2 2014, worth a combined $135M — up 39% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSCI positions and 4 closed out — a net gain of 10 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was Capital Advantage, opening a new position worth an estimated $13.2M. The largest seller was NewSquare Capital, cutting an estimated $3.16M.

  • 54 institutional investors held Invesco BulletShares 2018 Corporate Bond ETF (BSCI) as of Q2 2014, up from 45 in Q1 2014.
  • Funds reported $135M of Invesco BulletShares 2018 Corporate Bond ETF stock for Q2 2014, up 39% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2018 Corporate Bond ETF positions in Q2 2014 and 4 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2018 Corporate Bond ETF buyer in Q2 2014 was Capital Advantage, an estimated $13.2M added.
  • The largest Invesco BulletShares 2018 Corporate Bond ETF seller in Q2 2014 was NewSquare Capital, an estimated $3.16M sold.

Based on aggregated 13F filings for Q2 2014.